Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$750K Buy
+3,300
New +$750K 0.41% 51
2025
Q1
Sell
-110
Closed -$30.9K 697
2024
Q4
$30.9K Buy
+110
New +$30.9K 0.03% 688